Overview

Many organizations have their organization-specific use cases with their financial data on Leapfin for Journal Entry creation or reporting.

One common use case is:

Adding a product tag based on id, name, description. Usually these are used for rule configurations based on these parameters, or to generate a search results based on these parameters

Custom field assignments typically are configured by Solution Architects to handle customer-specific requirements using fields from data sources.

Configuration

Required parameters

Fields	Description
`recordType`	User must specify a single Leapfin data type on which the custom fields is used
`List[field]`	a list of new data fields to be added to the selected record
`field.namespace`	The namespace path to the field configured by the user (e.g. "customField.productName")
`field.value`	The intended value of the new field. It can be either a text, numeric, or date value

Optional parameters

Fields	Description
`filterString`	a string to filter on `objectType` (default is null, i.e. no filter)

Walkthrough

Product tagging

Currently, Netflix has two types of subscriptions, Monthly and Annual. Netflix uses Stripe to process payments. On the stripe-payment object, there's a description field that has "monthly subscription plan" or "annual subscription plan".

Using the Custom Field Assignment feature, the user can create a custom field called customField.subscription that shows up on the desired Leapfin records as either "annual" or "monthly" and create or update journal entries.

filter:
- leapfinDataType = "leapfinLineItem"
- and leapfinLineItem.description contains "monthly subscription plan"
List[newField]:
- newField.name = "customFields.subscription"
- newField.value = "monthly"

Arbitrary use case

Currently, Netflix uses Stripe use to process payments. Stripe charges $1.45 to process Netflix's $30 monthly plan. Netflix's FP&A team wants to identify all stripe fees incurred from Stripe that are above $1.45 and label them as "Stripe Fee" and declare them as "Large" fees.

filter:
- leapfinDataType = "leapfinFee"
- and leapfinFee.amount > 1.45
List[newField]:
- field 1:
  - newField.name = "description" (update existing field)
  - newField.value = "Stripe Fee"
- field 2:
  - newField.name = "customFields.feeSize" (create new field)
  - newField.value = "Large"